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Professional Services · Agency Management Software

Agency operations, from CRM to billing

One place to run a digital agency: CRM and pipeline, projects with timers, retainers and GST billing, campaigns, OKRs, a support desk and a client portal.

Starts at ₹2,999/monthsee all plans

No card needed for the trial Ask on WhatsApp 2 months free on yearly plans
1record per client, from first lead to latest invoice
0retainer invoices to raise by hand each month
3SLA tiers built into the client support desk
What you get

Everything your team needs, nothing it doesn’t

Built for digital, marketing, creative and IT service agencies.

CRM & sales pipeline

Track leads by stage, log calls and meetings, send quotations and convert won deals into projects with one click.

Projects, tasks & timers

Plan milestones, assign tasks and log time with a start-stop timer. See budget against actual hours for every project.

Retainers & GST billing

Set monthly retainers and subscriptions that invoice automatically with GST, and record payments against each invoice.

Campaign tracking

Plan content calendars, record ad spend by channel and report leads and results to clients without building slide decks.

Support desk with SLAs

Clients raise tickets from the portal or by email. Priorities and SLA timers keep response times visible to everyone.

Client portal

Clients see project progress, approve deliverables, download invoices and raise requests from a clean, branded portal.

Who it’s for

Digital, marketing, creative and IT service agencies

Agency Management Software replaces the stack of spreadsheets, task boards and invoice templates most agencies juggle. Leads move through a pipeline into quotations, won deals become projects, and every task carries a timer. You finally know what each client costs to serve.

Retainers and subscriptions invoice themselves with GST on schedule, and overdue invoices get polite reminders. Clients log in to a portal to approve work, raise tickets and download invoices. Leadership tracks OKRs and campaign results on one dashboard.

CRM, leads & quotations
Projects & milestones
Tasks & time tracking
Retainers & subscriptions
GST invoices & payments
Marketing campaigns
Goals & OKRs
Support desk & SLAs
Client portal
Roles, audit log & settings
Pricing

Agency Management Software plans

Every plan includes GST invoicing, daily backups and a support tier with guaranteed response times.

Starter

Standard support

For small agencies replacing spreadsheets

₹2,499 ₹2,999 / month

Billed ₹29,990/year · 2 months free Billed monthly · save 17% on yearly

5 users 4h urgent response
  • 5 users, 1 workspace
  • CRM, leads & quotations
  • Projects, tasks & timers
  • GST invoices & payments
  • Client portal
  • Standard support

Enterprise

Platinum support

For agency groups and in-house teams

Starting at ₹16,666 ₹19,999 / month

Billed ₹1,99,990/year · 2 months free Billed monthly · save 17% on yearly

Unlimited users Onboarding ₹40,000 15m urgent response
  • Everything in Growth, plus
  • Unlimited users and branches
  • Goals & OKRs across teams
  • Razorpay & WhatsApp integrations
  • White-label client portal
  • Custom workflows & approvals
  • Platinum support with success manager

Full customisation

Built for you

Your workflows, reports and integrations, built on our Agency Management Software

  • Everything in Enterprise, plus
  • Custom modules, screens and approval steps for your process
  • Your own reports, print formats and documents
  • Integrations with Tally, WhatsApp, payment gateways and GST e-invoicing
  • White-label Android and iOS apps, if you need them
  • Data migration and training for your whole team
  • A written scope, quote and timeline before any work starts
Price Custom quote

Shared after a free consultation. Once live, pay monthly or yearly.

Get a free consultation Discuss on WhatsApp Written quote before any work starts

Prices exclude 18% GST. Every plan comes with GST invoices, daily backups and support you can reach.

FAQ

About Agency Management Software

Can’t find your answer? Our specialists know this industry inside out.

Ask a question
Can clients see only their own projects?
Yes. Portal access is scoped to each client company, and you choose which projects, files and invoices they can see.
Does it connect to Razorpay and WhatsApp?
Yes. Invoices can carry a Razorpay payment link, and reminders or ticket updates can go out on WhatsApp and SMS through our integrations.
Can we see profitability per client?
Yes. Time logs are costed at each team member's hourly cost and compared with what you billed, so you can see which retainers actually make money.
How long does setup take?
Most agencies go live within two weeks. We import clients and open projects, configure services and tax rates, and train your team in two short sessions.
Let’s talk

See Agency Management Software running your workflow.

Book a 30-minute walkthrough with a product specialist. We’ll show you your own workflow — not a generic slide deck.

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